Analog Devices, Inc. $ADI Shares Sold by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise lessened its holdings in Analog Devices, Inc. (NASDAQ:ADI) by 7.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 35,770 shares of the semiconductor company’s stock after selling 3,081 shares during the quarter. Banque Cantonale Vaudoise’s holdings in Analog Devices were worth $8,789,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of ADI. Brighton Jones LLC lifted its stake in Analog Devices by 39.5% during the fourth quarter. Brighton Jones LLC now owns 1,867 shares of the semiconductor company’s stock worth $397,000 after purchasing an additional 529 shares during the last quarter. Sivia Capital Partners LLC increased its stake in Analog Devices by 36.0% in the second quarter. Sivia Capital Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $417,000 after purchasing an additional 464 shares during the last quarter. Savant Capital LLC increased its stake in Analog Devices by 13.3% in the second quarter. Savant Capital LLC now owns 10,849 shares of the semiconductor company’s stock valued at $2,582,000 after purchasing an additional 1,273 shares during the last quarter. AE Wealth Management LLC raised its holdings in Analog Devices by 3.7% during the second quarter. AE Wealth Management LLC now owns 34,758 shares of the semiconductor company’s stock worth $8,273,000 after purchasing an additional 1,244 shares in the last quarter. Finally, Acadian Asset Management LLC acquired a new stake in Analog Devices during the second quarter worth approximately $2,774,000. 86.81% of the stock is currently owned by institutional investors and hedge funds.

Analog Devices Stock Performance

Shares of Analog Devices stock opened at $319.48 on Tuesday. The firm’s fifty day simple moving average is $317.22 and its 200-day simple moving average is $273.85. Analog Devices, Inc. has a 12 month low of $158.65 and a 12 month high of $363.20. The stock has a market capitalization of $155.97 billion, a price-to-earnings ratio of 58.41, a PEG ratio of 1.45 and a beta of 1.00. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.76 and a quick ratio of 1.35.

Analog Devices (NASDAQ:ADI) last issued its quarterly earnings results on Wednesday, February 18th. The semiconductor company reported $2.46 earnings per share for the quarter, topping analysts’ consensus estimates of $2.31 by $0.15. Analog Devices had a net margin of 23.02% and a return on equity of 12.49%. The firm had revenue of $3.16 billion during the quarter, compared to analysts’ expectations of $3.10 billion. During the same quarter in the prior year, the business earned $1.63 EPS. Analog Devices’s quarterly revenue was up 30.4% compared to the same quarter last year. Analog Devices has set its Q2 2026 guidance at 2.730-3.030 EPS. As a group, equities analysts forecast that Analog Devices, Inc. will post 7.14 earnings per share for the current year.

Analog Devices Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, March 3rd will be paid a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 1.4%. This is a positive change from Analog Devices’s previous quarterly dividend of $0.99. The ex-dividend date is Tuesday, March 3rd. Analog Devices’s payout ratio is currently 80.44%.

Insider Activity

In other Analog Devices news, CEO Vincent Roche sold 10,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $306.92, for a total transaction of $3,069,200.00. Following the completion of the sale, the chief executive officer directly owned 155,688 shares of the company’s stock, valued at approximately $47,783,760.96. This trade represents a 6.04% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Ray Stata sold 3,125 shares of Analog Devices stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $317.30, for a total value of $991,562.50. Following the completion of the transaction, the director owned 123,821 shares in the company, valued at $39,288,403.30. This trade represents a 2.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 57,743 shares of company stock valued at $16,836,340. Insiders own 0.36% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Sanford C. Bernstein restated a “market perform” rating and issued a $270.00 target price on shares of Analog Devices in a report on Wednesday, November 26th. Bank of America lifted their price target on shares of Analog Devices from $320.00 to $350.00 and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Zacks Research raised shares of Analog Devices from a “hold” rating to a “strong-buy” rating in a research report on Thursday, January 1st. Morgan Stanley restated an “overweight” rating and issued a $373.00 price objective on shares of Analog Devices in a research note on Thursday, February 19th. Finally, Piper Sandler raised their price objective on Analog Devices from $250.00 to $360.00 and gave the stock a “neutral” rating in a report on Thursday, February 19th. Three research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $366.96.

About Analog Devices

Analog Devices, Inc (NASDAQ: ADI) is a multinational semiconductor company that designs, manufactures and markets a broad portfolio of analog, mixed-signal and digital signal processing integrated circuits. Founded in 1965 by Ray Stata and Matthew Lorber, the company has grown into a leading supplier of components that convert, condition and process real-world signals for electronic systems. Analog Devices is headquartered in Massachusetts and serves customers around the world across multiple end markets.

The company’s product lineup includes data converters (ADCs and DACs), amplifiers, power management ICs, radio-frequency (RF) and microwave components, sensors and MEMS devices, signal chain and isolation products, timing and clocking solutions, and embedded processors and software for system-level design.